Nonprofit · EIN 22-6743828
SCHWARZ FAM FOUNDATION TR
Also known as SCHWARZ JEFFREY E ET AL TTEES
Tax-exempt · EAST HAMPTON, NY 11937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $97,505 | $39,630 | $57,875 | $143,538 | $0 | $143,538 |
| December 31, 2023 | 990-PF | $102,963 | $19,033 | $83,930 | $117,067 | $0 | $117,067 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $40,114
- Dividends
- $25,557
- Net gain from sales of assets
- $31,834
Expenses
- Grants and similar amounts paid
- $38,540
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $38,540
- Excise tax on investment income
- $797
Balance sheet and other
- Total assets, start of year
- $117,067
- Total assets, end of year
- $143,538
- Total liabilities, end of year
- $0
- Net assets, end of year
- $143,538
- Fair market value of assets
- $143,538
- Qualifying distributions
- $38,540
- Net investment income
- $57,391
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY E SCHWARZ PO BOX 347, EAST HAMPTON, NY 11937 | TRUSTEE | 0 | $0 |
| WENDY SCHWARZ 211 EAST 70TH STREET 20B, NEW YORK, NY 10021 | TRUSTEE | 0 | $0 |
| BENJAMIN SCHWARZ 550 VANDERBILT AVENUE 1409, BROOKLYN, NY 11238 | TRUSTEE | 0 | $0 |
| REBECCA SCHWARZ PO BOX 347, EAST HAMPTON, NY 11937 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY E SCHWARZ PO BOX 347, EAST HAMPTON, NY 11937 | TRUSTEE | 0 | $0 |
| WENDY SCHWARZ 211 EAST 70TH STREET 20B, NEW YORK, NY 10021 | TRUSTEE | 0 | $0 |
| BENJAMIN SCHWARZ 550 VANDERBILT AVENUE 1409, BROOKLYN, NY 11238 | TRUSTEE | 0 | $0 |
| REBECCA SCHWARZ PO BOX 347, EAST HAMPTON, NY 11937 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 347, EAST HAMPTON, NY 11937-0347
- In care of
- % JEFFREY E SCHWARZ
- Signed the 990-PF
- JEFFREY SCHWARZ, TRUSTEE
- Phone
- (917) 742-2521
- Return prepared by
- STEPHEN A KEPNISS & ASSOC PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6743828
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $143,538
- Income (IRS master file)
- $106,215
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $97,505 | $39,630 | $143,538 | XML |
| 990-PF | December 2023 | $102,963 | $19,033 | $117,067 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-6743828).
Questions about SCHWARZ FAM FOUNDATION TR
- What is the EIN of SCHWARZ FAM FOUNDATION TR?
- The employer identification number (EIN) of SCHWARZ FAM FOUNDATION TR is 22-6743828.
- Is SCHWARZ FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SCHWARZ FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWARZ FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWARZ FAM FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHWARZ FAM FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SCHWARZ FAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does SCHWARZ FAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $97,505, expenses of $39,630 and total assets of $143,538 at year end.
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